top of page

Diligence Wealth Management, LLC

Home
About
Process
Pricing
Contact
Form CRS
More

Use tab to navigate through the menu items.

Form CRS

Disclosures

Ameritas Advisory Services, LLC

Ameritas Investment Company, LLC

Hiking in Forest

Free Consultation

*Elizabeth Daffner offers products and services using the following business names: Diligence Wealth Management, LLC - insurance and financial services I Ameritas Investment Company, LLC (AIC}, Member FINRA/SIPC – securities and investments. Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Diligence Wealth Management, LLC or any other entity mentioned herein. AIC is not affiliated with Diligence Wealth Management, LLC or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

California Insurance License Number: 0G96786

© Diligence Wealth Management, LLC

bottom of page